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Author: Daniel Newman

Cisco Q4FY24 Earnings
Daniel Newman

Cisco Q4FY24 Earnings

The Six Five team discusses Cisco Q4FY24 Earnings
DOJ Considers Breaking Up Google
Daniel Newman

DOJ Considers Breaking Up Google

The Six Five team discusses DOJ Considers Breaking Up Google
AMD Acquires ZT Systems for AI Rack Design Capabilities
Daniel Newman

AMD Acquires ZT Systems for AI Rack Design Capabilities

The Six Five team discusses AMD Acquires ZT Systems for AI Rack Design Capabilities
Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent
Daniel Newman

Talking AMD, ZT Systems, Google, Cisco, Lenovo, HPE & Morpheus Data, Huawei & NVIDIA, Coherent

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss AMD’s acquisition of ZT Systems, the DOJ consideration of breaking up Google, Cisco Q4FY24 Earnings, Lenovo Q1FY24/25 Earnings, HPE’s intent to acquire Morpheus Data, Huawei’s Chinese Market chip to compete with NVIDIA, and Coherent Q4FY24 Earnings.
Cisco Q4 & FY 2024: Focus on AI, Security, and Cloud
Ron Westfall & Daniel Newman

Cisco Q4 & FY 2024: Focus on AI, Security, and Cloud

Cisco Q4 and FY 2024 Results Included Robust FY 2024 Gross Margins and Greater Q4 Portfolio Focus on AI, Security, and Cloud to Pave 2025 Return to Growth
The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q4 2024 and FY 2024 results and why Cisco’s portfolio consolidations focused its AI, security, and cloud capabilities pave the way to better capitalize on the AI megatrend and organization-wide security and cloud implementations.
OpenAI Revolving Door Of Founders & Executives
Daniel Newman

OpenAI Revolving Door Of Founders & Executives

The Six Five team discusses OpenAI revolving door of founders & executives.
The Six Five team discusses New Intel SVP & GM Provides Foundry Updates
Daniel Newman

New Intel SVP & GM Provides Foundry Updates

The Six Five team discusses new Intel SVP & GM provides Foundry updates.
CrowdStrike Aftermath: Microsoft Fires Back At Delta
Daniel Newman

CrowdStrike Aftermath: Microsoft Fires Back At Delta

The Six Five team discusses CrowdStrike aftermath: Microsoft fires back at Delta.
Google deemed a monopoly in DOJ ruling
Daniel Newman

Google Deemed A Monopoly In DOJ Ruling

The Six Five team discusses Google deemed a monopoly in DOJ ruling.
GlobalFoundries Q2FY24 Earnings
Daniel Newman

GlobalFoundries Q2FY24 Earnings

The Six Five team discusses GlobalFoundries Q2FY24 earnings.
Marvell Structera To Solve Memory Challenges For Cloud Providers
Daniel Newman

Marvell Structera To Solve Memory Challenges For Cloud Providers

The Six Five team discusses Marvell Structera to solve memory challenges for cloud providers.
Why Ethernet is Vital to Fulfilling AI’s Potential
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Ron Westfall, David Nicholson & Daniel Newman

Why Ethernet is Vital to Fulfilling AI’s Potential

In our latest white paper, Why Ethernet is Vital to Fulfilling AI’s Potential, we explore why the Broadcom portfolio provides Ethernet solutions and capabilities that assure lower costs and address network congestion challenges by optimizing network efficiency, especially for scaling and optimizing fast expanding AI workloads.
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